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Loring Wolcott & Coolidge Fiduciary Advisors’s Spire SR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-120
Closed -$9K – 915
2021
Q2 		$9K Buy
+120
New +$8.94K ﹤0.01% 653

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Spire (SR) in Q3 2021, closing a stake of 120 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SR in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 264 funds tracked by Wall St. Rank hold SR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Spire position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 120 Spire shares in Q3 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Spire in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Spire position peaked at $9K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Spire as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.